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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.79-4.1%3:46 PM EST

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To: richard surckla who wrote (52088)8/31/2000 10:15:28 AM
From: jim kelley  Read Replies (4) of 93625
 
Richard,

I posted that anonymous post with the permission of a non SI person (the author) who has extensive marketing experience in this industry.

The poor benchmarks coming from the Ali chipset do not convince OEMS to use DDR, especially, after the P4 benchmarks show the bandwidth at 4 times that of the current systems. The DDR performance does not provide enough incentive for an OEM to take the legal risk associated with using unlicensed DDR.

If you look closely at the complaint, Appleton is asking for 3 times his DDR development costs and claims that Rambus bushwacked his company. So he is admitting that his DDR PC initiative is failing for want of performance and execution.

He is also clearly whining about RAMBUS moving to the center stage of the memory industry.

By the way, I find I have more productive time for other matters now that I have placed BILOW, Scumbria, DAN3, Schuh, Hearne, Nightowl and Happy Hank on "Ignore".
:)
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